| Margins | EBITDA margin improved sequentially to 16.7% from 13.4% |
|---|---|
| Demand visibility | Soft demand (~5% growth) expected in FY27 |
| Management confidence | High regarding cost optimization targets |
Growth
Revenue fell 8% YoY and 13% QoQ; EBITDA decreased 19% YoY but rose 8% QoQ.
Outlook
Targeting 119 MTPA capacity by FY27 and further cost reduction to ₹4,000 PMT by FY28.
Risks
Geopolitical developments in West Asia causing higher imported fuel prices, packaging costs, and freight inflation.
Last quarter's promises, checked
Delivered
- Guided 35-36% premium trade mix → delivered 34% (= BEAT)
- Guided 70-75% utilization for Ambuja/ACC → delivered 78% trade share (= BEAT)
Partly delivered
- Guided ₹250 PMT cost reduction for FY27 → delivered ₹206 PMT sequential reduction (= PARTIAL)
Missed
- Guided ₹4,000 PMT cost by March '26 → delivered ₹4,250+ PMT (= MISS)
- Guided 80MT volume FY27 → delivered 14% QoQ drop (= MISS)
Investor Presentation filed with BSE, NSE: ACC. Summary written with AI assistance from the document.
ACC Ltd: key numbers
- Share price
- ₹1,161.20
- Market cap
- ₹21,806 Cr
- Revenue (annual)
- ₹25,962 Cr
- Net profit (annual)
- ₹2,137 Cr
- P/E (TTM)
- 11.4×Sector 31.7×
- Promoter holding
- 56.69%+0.00% QoQ
- FII holding
- 5.83%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ACC Ltd
All →ACC Acquisition
ACC Limited has issued a notice convening an NCLT-ordered meeting of equity shareholders on September 29, 2026, to approve the scheme of amalgamation with Ambuja Cements Limited.
ACC Legal & Regulatory
ACC Limited received an administrative warning from SEBI regarding Structured Digital Database (SDD) compliance. The warning involves alleged failures in capturing insider information for December 2023 results.
ACC Merger & Restructuring
ACC Ltd received an NCLT order to convene a shareholders' meeting on September 29, 2026, to approve its amalgamation with Ambuja Cements Ltd.
ACC Merger & Restructuring Worth ₹5.31 Cr
ACC Limited is acquiring a 0.26% stake in Amplus Andhra Power Private Limited for ₹5.31 Crore. The acquisition supports the company's captive power consumption objectives.
- Value
- ₹5.31 Cr
ACC Results Update
ACC reported resilient Q1 FY27 performance with revenue from operations at ₹5,808 Crore. The company saw a 31% green power share and operational efficiencies.
- Value
- ₹5,808 Cr
ACC Q1 FY27 Results: Net Profit ₹147 Cr, Down 60.9% YoY
ACC Ltd reported revenue from operations of ₹5,740 Cr (-8.6% YoY) and net profit of ₹147 Cr (-60.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹147 Cr · -60.9% YoY